Ability To Move Any Point In A Long Running Flow

Unknown
Unknown
in Flows
Ability To Move Any Point In A Long Running Flow

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  • Unknown
    Unknown

    I am currently have a long running flow which charts the progress of an appeal (folder extension data) i.e. from intake to review to decision (and everything in between).

    I need to provide admin functionality which should allow the user to go from any part in the process flow to another e.g. after intake an admin may decide that this particular appeal should go straight to ‘decision’ and bypass all the other steps.

    Is there a better way to achieve this type of admin functionality?

    Thanks

  • Unknown
    Unknown

    Hi Moshe,

    You have two options for the ability to navigate in a long-running flow. First one is to use case entity. Please check below documentation.

    [url=https://documentation.decisions.com/docs/about-case-entities]About Case Entities[/url]

    [url=https://documentation.decisions.com/docs/case-entity-data-structure]Creating a Case Entity Data Structure[/url]

    [url=https://decisions.com/videos/case-management/?submissionGuid=e1560f05-1968-471b-bd18-51cdcb055d7a]Case Management Video[/url]

    The second option is to use Catch Outcome step. I created a basic example and attached to the email. In the example, I put a button on the forms with Admin outcome path that are visible only admin user. Basically, that button triggers catch outcome flow. Once the flow has been triggered admin user can jump back and forth between steps by using drop-down selection button and GoTo steps.

    This example only requires you to put a button to your forms with admin account visibility rule. You dont need to do any mappings.

    Respectfully

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